QuickBooks Link - IIF Version:
The original QuoteWerks to QuickBooks link was based on the QuickBooks IIF file import method. When Intuit Inc ® released its 2002/2003 version of QuickBooks® Pro/Premier/Enterprise, they included new features that enabled applications like QuoteWerks to integrate much more closely with QuickBooks. We took advantage of this opportunity and created a new QuickBooks integration called the interactive method. This new interactive method now replaces the older outdated IIF import method. Effective with the release of the new link (November 19th, 2002), we are discontinuing technical support for the old IIF based link.|
There may be certain cases where you may still need to use the older IIF link such as if you have a version of QuickBooks earlier than 2002. In this case, the IIF link is still accessible in QuoteWerks although there will be no technical support for it.
Q: What does the QuickBooks link cost?
A: Free with the Professional and Corporate Editions of QuoteWerks.
The Standard Edition does not include the QuickBooks link.
Q: Can I get a demo copy of the IIF link to QuickBooks?
A: Sorry, No.
There is no trial version available for the QuickBooks IIF link (there is however a demo version for the Interactive link). Any link to an accounting system does require an initial time investment to configure it to your specific environment. With the QuickBooks IIF link, there are many QuickBooks related parameters that we have no control over, and as such we cannot provide technical assistance for a demo of the link. We do however provide technical assistance for the demo of QuoteWerks itself.
We recommend that you thoroughly read through this FAQ as it contains much information about the link. Additionally, the QuoteWerks user manual contains a QuickBooks link chapter which describes how to setup and use the link in great detail. After installing the demo of QuoteWerks, the complete user manual can be accessed by selecting the QuoteWerks Help|View Manual menu.
Q: If I purchase a multiple-user license of QuoteWerks, do I need to buy multiple copies of the QuickBooks link?
The QuickBooks link is available for use in the Professional and Corporate Editions no matter how many users you have at that site.
Q: How does the link basically work?
A: An Overview
QuoteWerks has an optional add-on product that allows you to convert your QuoteWerks quotes and invoices to QuickBooks invoices. When the invoice is exported to QuickBooks, a Quickbooks customer record, and inventory item records can be created for you in QuickBooks in addition to the invoice. This add-on is purchased separately from the main QuoteWerks product, and is only enabled if you have purchased this add-on.
To use QuickBooks with QuoteWerks, you need to configure QuoteWerks to work with your particular QuickBooks setup. These setup instructions assume that you are already using QuickBooks and have it already configured to the way you do business. If you do not, please consult your accountant to get QuickBooks setup to that point. Aspire Technologies, Inc. does not provide any technical support for QuickBooks setup.
QuickBooks supports the importing of transactions and lists through it’s File | Utilities| Import menu. The import files that it can import are formatted in a specific way so that QuickBooks knows what type of information it is importing and how it should import it. QuickBooks has called this specific format an Information Interchange File, IIF for short. A single IIF file can contain information about an invoices, customers, inventory items etc. It can also contain multiple entries of all types, so a single file could have hundreds of customers, invoices etc. contained inside it. Since this is the method that QuickBooks uses to import transactions like invoices, QuoteWerks must also use this format. As such, the accounting link that QuoteWerks provides is accomplished in 2 steps.
Step 1: Create the IIF file from within QuoteWerksOnce the IIF file is exported, you need to start QuickBooks, select the File | Utilities| Import menu and select IIF file that you just exported from QuoteWerks. QuickBooks will then import your invoice.
Q: What should I know about the link?
A: QuoteWerks can create invoices and purchase orders without QuickBooks. The QuickBooks link was designed for companies that would like to quote in QuoteWerks, but still create their invoices in QuickBooks. Using the QuickBooks link you will save a great deal of time because you will not have to manually enter new customer records, new items records, or invoices in QuickBooks. It is important to note however that you will need to spend some time reading the manual, and setting up the link properly. On average, it will take you around 30 minutes to setup the link.
Limitations of the QuickBooks link.